Institutional Ownership Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR). We have compiled data on the 2,567 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,101
shares
|
$518,899
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
4,097
shares
|
$518,393
0.16% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
4,089
shares
|
$517,381
0.14% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
4,070
shares
|
$514,977
0.05% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
4,065
shares
|
$514,344
0.43% of portfolio
|
Q3 2024
Reduced 47.92%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
4,051
shares
|
$512,573
0.2% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
4,048
shares
|
$512,193
0.25% of portfolio
|
Q3 2023
Added 46.3%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
4,045
shares
|
$511,813
0.12% of portfolio
|
Q3 2024
Added 102.35%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
4,035
shares
|
$510,548
0.17% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,022
shares
|
$508,903
0.11% of portfolio
|
Q3 2024
Added 90.98%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,018
shares
|
$508,397
0.15% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,011
shares
|
$507,511
0.33% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
4,007
shares
|
$507,005
0.25% of portfolio
|
Q3 2024
Added 28.14%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
4,007
shares
|
$507,005
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
4,006
shares
|
$506,879
0.06% of portfolio
|
Q3 2024
Reduced 28.08%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
4,000
shares
|
$506,120
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
4,000
shares
|
$506,120
0.43% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,988
shares
|
$504,601
0.14% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
3,967
shares
|
$501,944
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,954
shares
|
$500,299
0.01% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,952
shares
|
$500,046
0.13% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,935
shares
|
$497,895
0.13% of portfolio
|
Q2 2022
Reduced 17.16%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
3,925
shares
|
$496,630
0.36% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,922
shares
|
$496,250
0.04% of portfolio
|
Q3 2024
Added 85.17%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,917
shares
|
$495,618
0.03% of portfolio
|
Q2 2024
Added 5.78%
|